Voisard Asset Management Group, Inc. Schwab Strategic Tr Us Large C Transaction History

Voisard Asset Management Group, Inc.

  • $299 Billion
  • Q4 2024

A detailed history of Voisard Asset Management Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Voisard Asset Management Group, Inc. holds 256,913 shares of SCHX stock, worth $6.15 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares
256,913
Previous 141,154 82.01%
Holding current value
$6.15 Million
Previous $9.58 Billion 37.82%
% of portfolio
1.99%
Previous 3.99%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$22.4 - $68.28 $2.59 Million - $7.9 Million
115,759 Added 82.01%
256,913 $5.96 Billion
Q3 2024

Oct 25, 2024
BUY
$61.11 - $67.85 $527,073 - $585,206
8,625 Added 6.51%
141,154 $9.58 Billion
Q2 2024

Jul 15, 2024
SELL
$58.7 - $64.78 $233,860 - $258,083
-3,984 Reduced 2.92%
132,529 $8.52 Billion
Q1 2024

Apr 16, 2024
SELL
$55.41 - $62.08 $278,324 - $311,827
-5,023 Reduced 3.55%
136,513 $8.47 Billion
Q4 2023

Feb 20, 2024
BUY
$48.47 - $56.6 $6.86 Million - $8.01 Million
141,536 New
141,536 $7.98 Billion

Others Institutions Holding SCHX

# of Institutions
1,433
Shares Held
887M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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